See peer percentile detail. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
See the 10-year trajectory. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
| Provider | Service type | Compensation |
|---|---|---|
Service code 64 38 FOUNTAIN SQUARE PLAZA · CINCINNATI, OH 45263 | Recordkeeping Fees | $41,890 |
Participant contribution per participant is in the bottom quintile of the peer cohort.
The auditor declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $22,838 | $52,884-56.8% | $84,750-73.1% | $55,167-58.6% |
| Participation rate | 87.6% | 67.5%+20.1pp | 76.6%+11.0pp | 69.0%+18.6pp |
| Annual return | 5.41% | 18.03%-12.6pp | 22.78%-17.4pp | 169.23%-163.8pp |
| Employer contribution / active EE | $3,168 | $2,233+41.8% | $3,574-11.4% | $1,963+61.4% |
| Participant deferral / active EE | $1,133 | $2,644-57.1% | $3,712-69.5% | $3,054-62.9% |
| Admin fee / account holder | $181 | $581-68.9% | $5,332-96.6% | $504-64.2% |